KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$499K
3
+$430K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$424K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$312K

Top Sells

1
+$550K
2
+$359K
3
+$298K
4
FLG
Flagstar Bank National Association
FLG
+$277K
5
MRK icon
Merck
MRK
+$252K

Sector Composition

1 Healthcare 13.75%
2 Energy 9.29%
3 Technology 6.48%
4 Industrials 6.11%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.02%
1,704
352
$20K 0.02%
1,218
+2
353
$20K 0.02%
65
354
$20K 0.02%
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355
$20K 0.02%
225
356
$20K 0.02%
399
+1
357
$20K 0.02%
+1,000
358
$19K 0.01%
423
359
$19K 0.01%
110
360
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361
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769
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363
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312
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364
$18K 0.01%
809
365
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480
366
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288
367
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368
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500
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369
$17K 0.01%
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372
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373
$17K 0.01%
500
374
$17K 0.01%
165
375
$17K 0.01%
500
13 14
15
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